Set out below are the biographies and the current position of our investment management team and other key personnel as at 31 August 2017.

In September 2016, Morningstar - an independent research company reported, "the proven investment process, engineered by a well-constructed and seasoned investment team, continues to form the basis for our conviction in ANZ multi-asset strategies"*. Find out more about our current and past awards

Graham Ansell, Chief Investment Officer

Graham Ansell

Graham is responsible for the management of the ANZ Investments Investment Management team. His previous role was Head of Fixed Interest, with a primary focus on duration and yield curve management.

Before joining ANZ Investments in 1996, Graham worked for the Reserve Bank of New Zealand. He spent four years in the Bank’s Monetary Policy Implementation section and a further four years in the Foreign Reserve Management office managing US dollar, yen and deutschmark fixed interest portfolios.

Third Party Managers, Strategy and Currency

Stuart Millar, Head of Diversified Portfolio Management
Stuart Millar

Stuart is ANZ Investments’ investment strategist, responsible for the portfolio management of New Zealand-based diversified portfolios and the Private Bank International Equity Fund. 

As a member of the Investment Strategy and Asset Allocation team (within the global Office of the Chief Investment Officer), his research responsibilities focus on developed market equities and currency.

Stuart has been with ANZ since 1998; he was appointed to his current role in 2011. His previous experience includes a business analyst role with Alcatel in New Zealand and broad experience in stock lending and emerging markets with JP Morgan Securities in London.

Alan Clarke, Senior Mandate Research Manager, Strategy
Alan Clarke

Alan is responsible for ANZ Investments’ multi-manager approach to international equities, global property and fixed income. This includes the qualitative and quantitative analysis of ANZ Investments’ global managers. Alan joined ANZ in 2006 before joining the investment team in 2007.

From 2000 to 2005, Alan worked with investment firm Morley Funds Management (UK) and with Dutch fund-of-hedge-funds company, Theta Capital Management.

Alan graduated with first class honours from the University of Waikato with a Master of Science (Technology) and is a CFA (Chartered Financial Analyst) Charterholder.

Maaike Van Tol, Senior Asset Allocation Manager
Maaike Van Tol

Maaike is ANZ Investments’ Asset Allocation Strategist, responsible for the asset allocation recommendations for the diversified funds offered in New Zealand and Australia. 

Maaike started at ANZ in August 2015. Her previous roles include Strategic Advice Specialist at ING Investment Management and Structured Products Portfolio Manager for IMC Asset Management in the Netherlands.

Maaike is a CFA (Chartered Financial Analyst) Charterholder and graduated from the University of Auckland with a Bachelor of Technology in Industrial Mathematics (First Class Honours).

Fixed Interest and Cash

Iain Cox, Australasian Head of Fixed Interest and Cash
Iain Cox

Iain has been with ANZ for seven years and was appointed Head of Fixed Interest and Cash in New Zealand and Australia in March 2014.

With over 19 years’ experience in funds management and investment banking, both locally and overseas, Iain has specialist knowledge and experience of both the domestic and global credit and interest rate markets.

Formerly a portfolio manager at a privately owned and Auckland-based retail fund manager, Iain has also held roles involving product and operations control for Salomon Bros, Citigroup, Barclays Capital and Credit Suisse First Boston, supporting fixed income cash and emerging market and derivative businesses in London and Milan.

Iain has a Bachelor of Arts (Joint Honours) Accountancy and Economics from the University of Manchester.

Peter Jones, Senior Investment Manager
Peter Jones

Peter is responsible for management of the international bond offering. He has additional responsibilities within ANZ Private and Fixed Interest.

Peter was appointed to this role in 2013, having previously been Head of Fixed Interest for ANZ Private. He first joined ANZ in 1989, working in a range of Treasury roles, including money markets, derivatives, bonds, credit, primary markets and on structured credit desks. Peter also has experience with international bond markets, including two years based in New York covering New Zealand dollar, Australian dollar and emerging markets debt.

Peter is secretary to the Regional Investment Committee and a member of ANZ Private’s Investment Management Committee.

Ray Jack, Credit Analyst, Fixed Interest and Cash
Ray Jack

Ray works as a fixed interest analyst for ANZ Investments. Previously he was an equity analyst in the Equities team and has 13 years’ experience analysing Australian and New Zealand listed companies. He has served on ANZ Investments’ Asset Allocation Committee, which is focused on making tactical and strategic asset allocation decisions for global equity markets, fixed interest markets, currencies and commodities.

Ray holds a Bachelor of Commerce in Economics and Finance, as well as a Diploma in Financial Planning.

Mia Prkusic, Fixed Interest Analyst
Mia Prkusic

Mia has recently been appointed to the role of Fixed Interest Analyst for ANZ Investments. She is responsible for supporting the portfolio managers with daily liquidity management, delivering targeted and timely research. This support helps provides the team with the knowledge to preserve capital, as well as adding to the wider fixed interest function through its committees, meetings and discussions.

Mia joined ANZ through the Graduate Programme in 2013, before moving into the Portfolio Management team as a portfolio and advisory associate.

Mia holds a Bachelor of Commerce in Finance and Accounting from the University of Auckland. She has completed her exams and is currently working towards becoming a CFA (Chartered Financial Analyst) Charterholder.

Equities

Craig Tyson, Equity Investment Manager
Craig Tyson

Craig is responsible for ANZ Investments’ specialist Australasian listed property and infrastructure mandates. He joined ANZ in May 2005 as an investment analyst in the Equities team and was promoted to Investment Manager in January 2006.

Craig migrated to New Zealand in 2003 joining Forsyth Barr, with responsibility for several high-profile New Zealand companies, including part-coverage of the property sector. Previously, he spent seven years at Fuji Investment Management in London as an equity analyst and later Investment Manager responsible for European equity portfolios.

Craig graduated in 1993 from City University (London) with a Bachelor of Science (Honours) degree. He worked on the London International Financial Futures Exchange before completing a Master of Science in Investment Management from City University Business School in 1995.

Craig Brown, Portfolio Manager, Equities
Craig Brown

Craig was appointed Portfolio Manager, Equities in September 2014, responsible for the New Zealand Share Fund and Equity Selection Fund. In August 2017, he was also appointed as portfolio manager for the ANZ Wholesale Australasian Share Fund.

Craig joined ANZ Investments in 2008 as an Investment Analyst in the Equities team and was responsible for research in both the equity and listed property sectors. 

Formerly a principal at an Auckland-based boutique funds management firm, and with more than 20 years’ experience in the industry, Craig’s skills include asset and investment sector research, portfolio management, and strategy. He has specialised in New Zealand and Australian equities, and in the listed property markets.

Craig has a Bachelor of Commerce degree from Lincoln University.

John Middleton, Head of Australian Equity Research
John Middleton

John joined ANZ in 2014 as Head of Australian Equity Research and brings with him 16 years’ experience in the financial industry. Most recently, John was Senior Analyst at AMP Capital Investors in Wellington.

John migrated to New Zealand from the UK, where he had spent 14 years in London working for JP Morgan Cazenove as Head of Aerospace and Defence Equity Research, and at ABN Amro as an equity analyst.

John holds a BA in Modern Languages (French and Russian) and European Studies, and a PDOM from the University of Cape Town.

Wholesale and Institutional Distribution

Graeme Thomlinson, Head of Wholesale and Institutional Distribution
Graeme Thomlinson

Graeme has been with ANZ since 2002. With 14 years’ investment industry experience in the UK and New Zealand, Graeme has had particular exposure to investment operations, the custody industry, trustee issues, and client service.

As well as client management, Graeme has responsibility for promoting and selling ANZ‘s investment capability to research houses, investment consultants and the broader wholesale and institutional investment market.

 

*The Morningstar Global Fund Report, 29 September 2016 does not cover the ANZ Default KiwiSaver Scheme’s Conservative fund.